Franklin India Balanced Advantage Fund Direct · Growth
Fund vs NIFTY 50
Risk-adjusted performance metrics comparing this fund against its benchmark index across all available durations.
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +0.81 | 0.55 | 55.1% | 50.3% | 4.3% | 1.0% |
| 3 Years | +5.26 | 0.49 | 53.4% | 42.4% | 14.2% | 11.4% |
| 5 Years | +2.21 | 0.49 | 52.6% | 42.7% | 8.7% | 6.5% |
| 7 Years | +0.57 | 0.49 | 52.6% | 42.7% | 6.1% | 4.6% |
| 10 Years | -0.63 | 0.49 | 52.6% | 42.7% | 4.3% | 3.2% |
| 12 Years | -1.09 | 0.49 | 52.6% | 42.7% | 3.5% | 2.6% |
| 15 Years | -1.55 | 0.49 | 52.6% | 42.7% | 2.8% | 2.1% |